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Phoenix Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Phoenix Financial’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23,084
Closed -$1.73M – 351
2023
Q3 		$1.73M Sell
23,084
-431
-2% -$32.5K 0.03% 195
2023
Q2 		$1.78M Buy
+23,515
New +$1.79M 0.04% 172

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Financial's BSV Position: Q4 2023 in Review

Phoenix Financial sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 23,084 shares — an estimated $1.73M sold.

Phoenix Financial first reported a position in BSV in Q2 2023 and held it in 2 quarters. The position peaked at $1.78M in Q2 2023. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

  • Phoenix Financial reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Phoenix Financial sold 23,084 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $1.73M.
  • Phoenix Financial first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and held it in 2 quarters.
  • Phoenix Financial's Vanguard Short-Term Bond ETF position peaked at $1.78M in Q2 2023.
  • 1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Phoenix Financial's 13F filing for Q4 2023, filed 14 Feb 2024.